Private Client Tax Trainee Smith & Williamson

Job description

What makes us different

We are distinctive among the top ten firms for our range of services. Accountancy, corporate advisory, financial services and tax, coupled with a strong investment management arm, means we are large enough to be competitive, but small enough that your hard work and efforts will not go unnoticed.

We put the client first and focus on delivering the right solutions. You will work closely with people in your own department and, in most cases, with individuals in other departments, to provide imaginative yet pragmatic advice and solutions derived from a thorough understanding of our clients’ objectives and needs. You will be learning from talented, experienced individuals and will be able to develop your skills across a diverse client base.

Private Client Tax Trainee

At Smith & Williamson we recruit high calibre people with the skills, knowledge and commitment to meet the demands of the business. The successful individual will join a three year structured training programme combining practical experience with technical studies for the Association of Taxation Technicians (ATT) and Chartered Taxation Adviser (CTA) qualifications.

If you are a graduate looking for first class training in Private Client Tax Services and meet our requirements, we would like to hear from you.

Duties

• Completion of tax returns for individuals
• Yearly routine checks and compliance
• Organisation of workload to ensure an efficient and timely service
• Assisting other group members in professional work and providing administrative support
• Completing tax returns and support schedules for others as required
• Will acquire own clients from start of training programme

Person requirements

To be successful in this role you will:

• Be committed and motivated to studying towards the ATT and CTA qualifications
• Be able to deliver first class client service and work effectively as part of a team
• Demonstrate an ability to communicate clearly both verbally and in writing
• Be well organised and have the ability to prioritise your own workload
• Have a high level of general commercial awareness

Company information

Smith & Williamson has around 1,500 staff in 10 principal offices across the UK and Ireland. We hold the unique position of combining a firm of chartered accountants, currently ranked the 9th largest accountancy practice in the UK (according to Accountancy magazine, 2011), with an investment management and private banking house.

Add to this a range of financial advisory services and this means a more comprehensive service for our clients – and a greater choice for you.

Ambitious, forward thinking and friendly, Smith & Williamson is an award-winning accountancy and investment management firm. As such, we are distinctive in the market for our broad range of services and strong client relationships.

Our scope and expertise allows us to deliver bespoke investment management, financial advisory and accountancy solutions that make a real difference to private individuals, professional practices, mid- to large corporations and non-profit organisations.

And as the eighth largest accountancy firm in the UK, we’re large enough to be competitive, but small enough to develop relationships with our clients, and our people, that allow us to deliver tailored solutions and build strong careers - and sets us apart in the market.

Developing new talent across the firm is key for us to remain competitive and move our business forward. We recruit graduates, school leavers and interns each year, across our 11 UK offices, in areas including Assurance & Business Services, Corporate Tax, Investment Management and Private Client Tax.

Our size means we are able to offer the opportunities and experience our trainees are looking for. You’ll be given responsibility and challenging client-facing work at an early stage, across a diverse range of sectors, and structured training toward professional qualifications. And all within a supportive, open and friendly working environment that is as down-to-earth as it is dynamic.

Qualification and experience requirements

Graduate trainee roles and summer internships in Private Client Tax Services require a minimum B grade in GCSE Maths and English Language, 300 UCAS points in your top three A-levels (excluding General Studies) and a minimum 2:2 in your undergraduate degree.

However, joining us is not just about the academic qualifications. We know you’re bright, but we’re looking for something extra: the difference that you can make to our team.

We’re looking for people who are able to work both independently as well as being strong team players with the ability to work effectively with others, both from their own and other departments within the firm. This means that you can get to the heart of our clients’ needs and provide tailored and effective solutions.

You’ll have a genuine interest in business and be committed to and enjoy meeting challenges, both those of our client business and your own career development.

In return, we’ll provide all the support and experience you need to help you grow into a trusted business adviser. For us that means exemplary client service, so you’ll be keen and able to learn from experts in their fields, and develop your own skills across a diverse client base.

Accepted degree subjects

Any